See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,266 | $175,202-67.3% | $149,673-61.7% | $139,434-58.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 670.59% | 166.71%+503.9pp | 134.42%+536.2pp | 372.94%+297.6pp |
| Employer contribution / active EE | $7,036 | $5,474+28.5% | $4,818+46.0% | $4,751+48.1% |
| Participant deferral / active EE | $6,148 | $6,519-5.7% | $5,680+8.2% | $6,710-8.4% |
| Admin fee / account holder | $638 | $16,150-96.0% | $13,210-95.2% | $11,403-94.4% |